Get started with customising your deal stages, learn about forecast labels, probabilities and deal decay to optimise your first web-session with Tubular.
Get familiar with the dashboard, filters and quick actions so you can navigate the Tubular dashboard like a pro.
A complete overview of Tubular, using tags, forecasts and filters help convert Leads into Sales.
Customise task triggers and sequences with to-do’s as you move your prospects through your pipeline.
Get a breakdown on your task reports and see overdue, due and complete tasks against the metrics of your pipeline activity.
Learn about nurturing your leads into deals, email integration, timeline and templated emails to make sure you stay engaged with your prospects.